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Simon Kemp

Dip PFS Senior Consultant

Professional career

Simon’s experience is backed up by his professional credentials and a 19 year career in banking including senior management roles in business and personal banking. 

Having worked in a 'tied' environment, Simon is a firm believer that financial advice is better provided on an independent and impartial basis. An advocate of absolute honesty and trust – values that he lives by - Simon understands that where the world of finance can often appear complex, it is his role to simplify it by providing straight forward financial guidance.  Any clients seeking specialist advice in personal finances and insurance, will not only benefit from Simon’s extensive expertise, but experience the job satisfaction he achieves when he helps you reach the right financial decision and fulfil your life ambitions. 


Qualifications

Diploma in Financial Planning 


Advanced Diploma Level

AF2 – Business Financial Planning 

AF3 – Pension Planning  

AF5 – Financial Planning Process


Diploma Level

J01 – Personal Taxation

J02 – Trusts

J04 – Pension Funding Options

J05 – Retirement Options 

J07 – Supervision in a regulated environment

R02 – Investment Principles and Risk

R08 – Pensions Update 


Certificate Level

FPC – Financial Planning Certificate

ER1 – Equity Releases

CF2 – Investment and Risk

CF3 – Financial Protection

CF4 – Retirement Planning 

CF5 – Integrated Financial Planning

CF6 – Mortgage Advice 

Out of the office

Whilst you won’t find Simon on social media, he is always there for his clients and much prefers the old school face-to-face approach to life.

In addition, you may also spot him by a river bank, rod in hand, or enjoying a muddy walk with his four legged companion Gillie. 

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